Petersen Advisors is a closely held, full-service company, dedicated to providing investment professionals the flexibility, resources, and expertise needed to grow their business in our dynamic office setting. Our corporate culture fosters a family atmosphere while providing our investment professionals with the support they need to think independently in today’s complex regulatory environment.
For those who choose to join us, Petersen Advisors welcomes a wide range of financial professionals, from young talent with $250,000 to $500,000 in production looking to grow their business, to seasoned professionals with large portfolios who may be interested in succession planning. Mostly, Petersen Advisors is looking for those seeking a better working environment, who put the client first, and who are looking for the support of a strong, dependable team.
In addition to their focus on providing financial services, Petersen’s financial advisors collectively share a passion to give back to their communities and take part in a wide range of charitable activities. To learn more about our humanitarian vision, feel free to contact us.
At Petersen Advisors, you will find:
- The independence you seek to build your business
- A great working environment, composed of talented, dedicated professionals
- Access to the same investment products and solutions offered at larger firms, at competitive prices
- Increased payouts through our competitive benefits and compensation plans
- E&O Insurance
Come Join Us!
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Petersen Advisors and Cadaret, Grant & Co., Inc. are separate entities.
This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.